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Portfolio KPI Report

Written in-house · editorially graded

Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.

Dry-run test passed · Jun 14, 2026

Trigger check passed

Editorially graded · Jun 14, 2026

Transforms a user‑provided JSON (or Python dict) of private‑equity portfolio companies into a polished markdown performance report with KPI alerts, applying private‑equity formatting conventions. Use when you need an automated, reproducible summary that highlights valuation, growth, cash‑flow, and threshold‑based warnings.

What you get

An installable SKILL.md file for your AI assistant. Produces an Excel workbook (.xlsx) and a PDF.

Works in
Claude Code · Cursor
Native — drops into .claude/skills/
Copilot · Codex · Gemini CLI
Native — reads .agents/skills/
claude.ai — web & desktop
Upload the .zip in Customize → Skills
ChatGPT
Via a Project — paste into its instructions

See it in action

A real input → output sample

Sample input
A private-equity analyst needs a performance snapshot for their portfolio. They provide a JSON payload with portfolio data, including investment details and alert thresholds. Some numeric fields are missing for two companies.
Sample output
Sample output produced by the Portfolio KPI Report skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
The assistant generates a markdown report with the portfolio overview, company performance, and alerts. It handles missing values gracefully and includes a Gap Note after the report.
# Summit Capital Portfolio Monitoring Report
## Overview
- **Total Portfolio Value:** $7,500,000
- **Number of Companies:** 3
## Company Performance
| Company Name | Current Valuation | Revenue Growth | Cash Flow |
|---|---|---|---|
| TechNova | $3,500,000 | 20.00% | $600,000 |
| GreenFields | $1,800,000 | Unknown | Unknown |
| AquaPure | $2,200,000 | 5.00% | $120,000 |
## Alerts – Potential Issues
| Company Name | Issue Description |
|---|---|
| GreenFields | Revenue growth data missing — KPI not evaluated |
| GreenFields | Cash flow data missing — KPI not evaluated |
| AquaPure | Revenue growth below 5.00% |
*This tool provides informational reports only and does not constitute investment advice. Users should consult qualified professionals before making decisions.*
### Gap Note
- `current_revenue_usd` and `operating_cash_flow_usd` were omitted for **GreenFields**; the report shows “Unknown” for those fields and generated informational alerts indicating the missing data.
- No other required fields were missing.

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